Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

5 ways your clients can reduce their Inheritance Tax liability

July 23, 2021
Estate planning can be a tricky thing to talk about and to get right, but doing so can significantly reduce the Inheritance Tax liability that is left behind. Read more

Why it’s never too late for your clients to start paying into their pension

July 23, 2021
Rising numbers of Brits are getting married, having children, and buying a home later in life, but it’s never too late to start contributing to a pension. Read more

ESG factors and the future of sustainable investing

July 22, 2021
As ESG investing goes mainstream, aligning your portfolio with your values on environmental, social, and governance issues doesn’t mean sacrificing returns. Read more

3 reasons not to take tax-free cash from your pension

July 22, 2021
The opportunity to take tax-free cash from your pension might be difficult to pass up, but there are benefits to not taking it too. Here are three of them. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey